How it Works

When the customer accesses their client portal, they have a link to select their template.

Customers can be sent a reminder via email to choose their templates (Triggered by an admin via the cog in the bookings list). This email can be updated in Configuration>Translate> Email Templates> Template Request. For further help with updating please click the following link: Here

External Template Chooser

When customers choose a template via an external template chooser, it will depend on the third party widget for how admins are notified of the customer's template details.

BoothBook Template Chooser

1. For the customer to choose their template they will need to click on the icon Choose Template as shown above. This will then take the customer to a menu where they can select the template they would like to choose, they will need to then select their chosen one. Below is an example of how the menu should appear:

2. Following this once the customer's option of template has been selected it will then appear with the option to add text to the template, enabling customer's to personalise these in accordance with their event.

3. After this has been completed and the customer is happy with the text added to their template then the customer will select the Submit button.

4. When a template has been submitted an email will be sent to the business email address with the customer's requested template details. The email will appear showing the same format as the design request form. Please see below:

5. The customer's status of choosing a template will be updated on their client portal icon with a tick when completed: